Chris joined Lincoln Financial Advisors/Sagemark Consulting in 2001 and specializes in comprehensive financial planning for high net worth individuals. He currently holds the CFP® certification and ChFC designation in addition to also holding the FINRA Series 6, 7, 66 registrations and Florida Life, Health and Annuity licenses.
He currently serves on several National Teams, including the Estate and Business Planning Committee, Lincoln Financial Network Team, Sagemark Consulting Private Wealth Services** Team where he is an administrator who assists members.
Primary responsibilities include financial plan construction and consultation for high net worth clients throughout the county. This entails analyzing client’s legal documents, tax returns, investment statements, insurance policies, and balance sheets while developing financial forecasting models along with modular plans that include retirement, survivor, disability income, long term care, education, and specific objective models.
Develops and designs comprehensive financial plans to ensure client goals are met taking into consideration their existing assets, titling, beneficiary designations, and legal documents. Plan themes typically include wealth accumulation, estate preservation, and estate distribution.
Analyze investment portfolios and asset allocation while taking into consideration the clients risk tolerance and objectives. Runs portfolio simulations with Monte Carlo simulation to determine the probability of meeting client objectives based on their current and recommended allocations.
National resource to field technical planner questions, provide software support, and present seminars on various financial planning techniques.
**Sagemark Private Wealth Services is an internal Lincoln Financial Network organization of top planners.